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Phone: (443) 353-4402
Fax: (443) 353-4401

6 North Park Drive
Suite 106
Hunt Valley, MD 21030
(443) 353-4402
(855) 296-5290
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Betz Taylor Williams Investment Group

VALUE STATEMENT

Our team of experienced professionals offers a combination of forward-looking strategies within a wealth management program. We provide our clients with investment advice and solutions to help them to navigate through an ever-changing financial environment. With a commitment to building long-term relationships and to understanding clients’ unique financial situations, we design and actively manage customized investment portfolios. Each portfolio is aligned to meet our clients’ goals. Our portfolios are developed using a relative strength-based strategy which attempts to identify asset classes that are outperforming others and may continue to outperform in current markets.

MISSION STATEMENT

Our goal is to manage and grow our clients’ assets to meet their individual needs and objectives. These goals may include simply protecting their present wealth, building funds for retirement or providing a fixed monthly income. We work closely with our clients to understand their needs and concerns. We also strive to educate our clients on our investment approach and the methods we apply in response to changing market and economic conditions. Understanding that our role is to act as the manager of our clients’ financial assets, we apply resources and strategies that we believe will advance our clients’ objectives. Our team approach combines our individual strengths to provide our clients with the depth of resources and breadth of services required in today’s uncertain and volatile investment environment.

Areas of Focus

Our clients have access to a complete range of products and services that can help them meet their specific financial goals, such as: